TFG
ARTY

Taylor Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Taylor Financial Group’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,965
Closed -$239K – 97
2024
Q1 		$239K Sell
6,965
-350
-5% -$11.8K 0.18% 82
2023
Q4 		$252K Buy
+7,315
New +$232K 0.21% 78

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Taylor Financial Group's ARTY Position: Q2 2024 in Review

Taylor Financial Group sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2024, closing a stake of 6,965 shares — an estimated $239K sold.

Taylor Financial Group first reported a position in ARTY in Q4 2023 and held it in 2 quarters. The position peaked at $252K in Q4 2023. 173 funds tracked by Wall St. Rank hold ARTY as of Q2 2024.

  • Taylor Financial Group reported no remaining iShares Future AI & Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Taylor Financial Group sold 6,965 iShares Future AI & Tech ETF shares in Q2 2024, an estimated $239K.
  • Taylor Financial Group first reported a position in iShares Future AI & Tech ETF in Q4 2023 and held it in 2 quarters.
  • Taylor Financial Group's iShares Future AI & Tech ETF position peaked at $252K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2024.

Based on Taylor Financial Group's 13F filing for Q2 2024, filed 31 Jul 2024.